DataPath 125 - ProDocs Module

ProDocs is a mail merge manager engine that extracts data from your 125 system to merge with letters, forms, and documents to fulfill a specific business purpose. Each collection of documents is called a document set.

With ProDocs, you can

• Edit the boilerplate documents in a document set to meet your needs
• Select just the documents you want to create or select all
• Send the merged documents straight to the printer or screen, or save the documents
• Print the entire set at once in order (you can change the order in which the documents will print)

The Administrator's Guide Document Set

The Administrator's Guide Document Set is just one of the document sets you will be able to order. This set creates a customized notebook to give to each employer as a resource book holding all the pertinent information for the employer's cafeteria plan.

The Administrator's Guide

• Lets you choose between POP and FSA plans; Positive Enrollment (included) and Negative Enrollment (future); two-party (showing both TPA and insurance agent) or one-party
• Explains a cafeteria plan and how it benefits the employer and employees
• Lists the services you will provide and prints a Service Agreement
• Prints your Fee Schedule, work sheet to calculate fees, and projected fees
• Provides Data Gathering Form to collect information for setting up the case and Data Questionnaire for Discrimination Testing
• Includes Implementation and Administration sections explaining the procedures involved
Prints Plan Document, Summary Plan Description, Adoption Agreement (also available in Foundation Level)
• Prints sample Approval of Documents letter and Corporate Resolutions
• Prints forms merging in employer information: Salary Reduction Agreement; Claim Forms and Filing Instructions; Employee Change of Status Form and Matrix of Acceptable Events
• Includes instructions for Interactive Voice Response (OmniLine) and web access (I-Flex)

Just a few clicks and the entire book prints. No more printing one document at a time, checking to see if you have all the documents printed, and trying to arrange them in the order you want.

Interested? Learn more: 800-633-3841

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